CFO
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CVA Family Office’s HSBC HSBC Stock Holding History

CVA Family Office’s Portfolio HSBC Stock Details HSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.9K Hold
136
– – ﹤0.01% 950
2026
Q1 		$11.2K Hold
136
– – ﹤0.01% 953
2025
Q4 		$10.7K Hold
136
– – ﹤0.01% 787
2025
Q3 		$9.65K Hold
136
– – ﹤0.01% 813
2025
Q2 		$8.27K Sell
136
-18
-12% -$1.02K ﹤0.01% 831
2025
Q1 		$8.84K Hold
154
– – ﹤0.01% 818
2024
Q4 		$7.62K Hold
154
– – ﹤0.01% 829
2024
Q3 		$6.96K Hold
154
– – ﹤0.01% 809
2024
Q2 		$6.7K Buy
154
+50
+48% +$2.15K ﹤0.01% 797
2024
Q1 		$4.09K Buy
104
+52
+100% +$2.03K ﹤0.01% 859
2023
Q4 		$2.11K Buy
+52
New +$2.01K ﹤0.01% 906
2023
Q3 		– Sell
-49
Closed -$1.94K – 550
2023
Q2 		$1.94K Buy
+49
New +$1.83K ﹤0.01% 888

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CVA Family Office's HSBC Position: Q2 2026 in Review

CVA Family Office held its HSBC (HSBC) position steady in Q2 2026 at 136 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #950.

CVA Family Office first reported a position in HSBC in Q2 2023 and has held it in 12 quarters since. 713 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • CVA Family Office held 136 shares of HSBC worth $12.9K as of Q2 2026.
  • CVA Family Office left its HSBC share count unchanged in Q2 2026.
  • HSBC made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #950 holding.
  • CVA Family Office first reported a position in HSBC in Q2 2023 and has held it in 12 quarters since.
  • 713 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.